A smarter way to run your SMSF

The “best” SMSF investment option depends on your goals, time horizon, risk tolerance and how actively you want to manage your investments.

Many SMSF trustees look for investments that provide:

• Diversification beyond Australian shares
• Tax efficiency, including franking credits
• Income generation in pension phase
• Transparent, low fees
• A clear long-term investment strategy

Exchange traded funds (ETFs) have become increasingly popular with SMSF investors because they offer broad market exposure, cost efficiency and daily transparency.

Stockspot provides a professionally advised, diversified ETF portfolio designed to help SMSF trustees implement a disciplined investment strategy without managing trades or rebalancing themselves.

If you're comparing SMSF investment options, it's important to consider not just potential returns, but also diversification, risk management, tax implications and the time required to manage the portfolio.

Your investments are held in your SMSF's own name under your individual Holder Identification Number (HIN). This means your ETFs are legally owned by your SMSF - not by Stockspot.

We use bank-level 256-bit SSL/TLS encryption to protect your personal information, and we never share your data with third parties without consent.

As a licensed Australian financial adviser, we operate under strict regulatory requirements and always act in our clients' best interests.

Yes. Personalised investment advice is included as part of our service.

You can speak with one of our licensed investment advisers whenever you need support. We can help you understand your recommended portfolio or even review your existing SMSF investment strategy.

You can schedule a call with our advisers here.

Yes. We provide reporting designed to simplify SMSF administration and audit requirements.

At tax time, you'll receive:

• A consolidated annual tax statement
• Individual ETF tax statements
• Transaction and performance reports

These documents can be provided directly to your accountant or used to complete reporting requirements. Our reporting is designed to make SMSF compliance as straightforward as possible.

Stockspot provides a professionally advised, managed ETF portfolio rather than a self-directed trading platform.

You won't need to select individual shares or ETFs yourself. Instead, we recommend and manage a diversified ETF portfolio aligned with your goals and risk profile.

You can personalise certain aspects of your portfolio, including investment preferences or themes, while we manage implementation, rebalancing and ongoing oversight.

We're here to help.

If you have additional questions about SMSF investing, ETF portfolios, pension phase transitions, or your specific situation, you can contact our team or schedule a call with one of our advisers. You can also read more about our common SMSF FAQs here.

We're happy to explain how our hands-off SMSF investment solution works and whether it's suitable for your needs.